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iShares Russell Mid-Cap Value ETF

924 hedge funds and large institutions have $11.1B invested in iShares Russell Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 305 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 305

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

Holders
924
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.4M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
801
Hollencrest Capital Management
California
$55.7K
BFO
802
Biltmore Family Office
North Carolina
$55.3K
CAM
803
Creekmur Asset Management
Illinois
$55.3K
WTA
804
Washington Trust Advisors
Massachusetts
$55.1K
AIP
805
Ameritas Investment Partners
Nebraska
$53.5K
ITIM
806
Indiana Trust & Investment Management
Indiana
$48.9K
FG
807
Fairman Group
Pennsylvania
$47.7K
WW
808
Winnow Wealth
Texas
$47.6K
JFA
809
JNBA Financial Advisors
Minnesota
$47.3K
APW
810
Aventura Private Wealth
Florida
$45.3K
PPA
811
Painted Porch Advisors
California
$45.3K
PAM
812
Palisade Asset Management
Minnesota
$43.3K
GWSG
813
GPS Wealth Strategies Group
Colorado
$42.4K
HPC
814
HM Payson & Co
Maine
$41.9K
CWM
815
Copia Wealth Management
Oregon
$41.9K
KB
816
Kimelman & Baird
New York
$39.7K
HWM
817
Horizons Wealth Management
North Carolina
$39K
AC
818
AlphaCore Capital
California
$38K
WAG
819
Windsor Advisory Group
Ohio
$37.7K
GEA
820
Glen Eagle Advisors
New Jersey
$36.9K
TIM
821
Tortoise Investment Management
New York
$36.7K
IRC
822
Investors Research Corp
Georgia
$36.2K
RFA
823
Register Financial Advisors
Georgia
$35.5K
CBT
824
Crews Bank & Trust
Florida
$35.3K
NWM
825
Nova Wealth Management
Florida
$35.2K